CFM Wealth Partners’s Dow Inc DOW Stock Holding History

CFM Wealth Partners’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,715	Closed	-$229K	–	141
2024 Q4	$229K	Sell	5,715 -275	-5%	-$12.8K	0.04%	128
2024 Q3	$327K	Sell	5,990 -232	-4%	-$12.2K	0.06%	117
2024 Q2	$330K	Buy	6,222 +650	+12%	+$37.1K	0.06%	123
2024 Q1	$323K	Sell	5,572 -1,845	-25%	-$102K	0.06%	125
2023 Q4	$407K	Sell	7,417 -542	-7%	-$27.7K	0.09%	124
2023 Q3	$410K	Buy	7,959 +574	+8%	+$30.8K	0.11%	112
2023 Q2	$393K	Sell	7,385 -81	-1%	-$4.3K	0.1%	128
2023 Q1	$409K	Buy	7,466 +759	+11%	+$42.7K	0.11%	120
2022 Q4	$338K	Sell	6,707 -260	-4%	-$12.7K	0.1%	127
2022 Q3	$306K	Buy	6,967 +149	+2%	+$7.55K	0.1%	125
2022 Q2	$352K	Sell	6,818 -138	-2%	-$8.84K	0.11%	127
2022 Q1	$443K	Hold	6,956	–	–	0.11%	121
2021 Q4	$396K	Hold	6,956	–	–	0.09%	127
2021 Q3	$400K	Hold	6,956	–	–	0.1%	123
2021 Q2	$440K	Sell	6,956 -110	-2%	-$7.26K	0.12%	108
2021 Q1	$452K	Buy	7,066 +172	+2%	+$10.3K	0.14%	104
2020 Q4	$383K	Sell	6,894 -75	-1%	-$3.87K	0.12%	103
2020 Q3	$327K	Buy	6,969 +3,610	+107%	+$162K	0.12%	104
2020 Q2	$136K	Buy	3,359 +1,215	+57%	+$44.5K	0.05%	173
2020 Q1	$63K	Buy	2,144 +396	+23%	+$16.8K	0.03%	242
2019 Q4	$92K	Buy	+1,748	New	+$90.3K	0.03%	220

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return